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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,711 | $44,850-20.4% | $60,547-41.0% | $59,633-40.1% |
| Participation rate | 23.7% | 59.5%-35.8pp | 68.0%-44.3pp | 68.7%-45.0pp |
| Annual return | -2.13% | 1074.14%-1076.3pp | 335.64%-337.8pp | 2041.45%-2043.6pp |
| Employer contribution / active EE | $0 | $1,462-100.0% | $2,419-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $1,372 | $2,230-38.5% | $3,328-58.8% | $3,192-57.0% |
| Admin fee / account holder | $1,019 | $3,635-72.0% | $4,536-77.5% | $4,297-76.3% |